FCG Investment Company’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

FCG Investment Company’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$792K	Sell	1,126 -84	-7%	-$56.3K	0.27%	73
2026 Q1	$746K	Buy	+1,210	New	+$767K	0.33%	62
2025 Q3	$731K	Buy	1,226 +36	+3%	+$21.1K	0.34%	60
2025 Q2	$674K	Buy	1,190 +31	+3%	+$16.6K	0.35%	67
2025 Q1	$618K	Buy	1,159 +72	+7%	+$40.9K	0.39%	63
2024 Q4	$619K	Buy	1,087 +60	+6%	+$35.2K	0.38%	58
2024 Q3	$585K	Buy	1,027 +102	+11%	+$56.2K	0.38%	63
2024 Q2	$495K	Buy	925 +200	+28%	+$108K	0.38%	69
2024 Q1	$403K	Buy	725 +218	+43%	+$113K	0.32%	82
2023 Q4	$257K	Buy	+507	New	+$235K	0.25%	82

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FCG Investment Company's MDY Position: Q2 2026 in Review

FCG Investment Company reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 6.9% in Q2 2026, selling an estimated $56.3K and leaving 1,126 shares worth $792K. The position accounts for 0.27% of the portfolio, ranked #73.

FCG Investment Company first reported a position in MDY in Q4 2023 and has held it in 10 quarters since. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

FCG Investment Company held 1,126 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $792K as of Q2 2026.
FCG Investment Company sold 84 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $56.3K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of FCG Investment Company's portfolio in Q2 2026, its #73 holding.
FCG Investment Company first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2023 and has held it in 10 quarters since.
1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.